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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,665 | $183,516-71.8% | $155,534-66.8% | $145,884-64.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.26% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $5,998 | $5,315+12.9% | $4,675+28.3% | $4,662+28.7% |
| Participant deferral / active EE | $8,776 | $6,467+35.7% | $5,630+55.9% | $6,690+31.2% |
| Admin fee / account holder | $21 | $19,293-99.9% | $15,900-99.9% | $13,392-99.8% |